2023-10-13T15:18:08-07:00 2023-03-31 990 2022-04-01 231352095 UNITED WAY OF THE CAPITAL REGION UNIT 7177320700 2235 Millennium Way Enola PA 17025 Timothy Fatzinger President & CEO 7177320700 2023-10-13 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Timothy Fatzinger 2235 Millennium Way Enola PA 17025 11149018 0 X www.uwcr.org X 1921 PA The mission of United Way of the Capital Region is to improve lives in Cumberland, Dauphin and Perry counties by identifying the most pressing community needs, finding solutions to those needs, and demonstrating how these solutions are making a difference. 31 31 35 2347 0 0 9763640 9978482 0 0 878475 968500 0 0 10642115 10946982 5030323 5755764 0 0 1910293 2011841 0 0 1283711 2989500 3603553 9930116 11371158 711999 -424176 30416646 28664704 3620882 4159476 26795764 24505228 X United Way of the Capital Region (United Way) is governed by a volunteer board of directors and works year-round to improve lives in counties of Cumberland, Dauphin and Perry, Pennsylvania. United Way accomplishes this by identifying the most pressing community needs, finding solutions to those needs and demonstrating how these solutions are making a difference. United Way of the Capital Region focuses on health, education, income and basic needs and helps support more than 70 programs and services to create solutions to the needs in our community. 0 0 7187599 1668506 0 The Community Impact and Fund Distribution program performs a periodic evaluation of community needs and engages community volunteers, experts in the community and program partners to determine how to distribute funds to address priority needs in the community, including basic needs in the areas of; food insecurity, domestic violence, emergency shelter, referrals to human services and case management. 779652 0 0 The Ready for School, Ready to Succeed program prepares children academically and socially for kindergarten, by engaging families and children with school readiness workshops, connecting families to affordable preschool programs and early intervention support services, and improving reading proficiency of program participants in the capital region. 807042 0 0 The Contact to Care program employs community health workers to assist un- and under-insured individuals in navigating the health care system, overcoming barriers to care and enrolling in an insurance program. Contact to Care helps these individuals establish a primary medical home and connect to providers for dental, vision, and any necessary behavioral health services in order to decrease emergency room usage for non-urgent needs by program participants. 590129 0 0 The Road to Success program employs case managers to assist the un- and under-employed obtain and keep jobs where they can advance to earn a living wage. Program services include preparing unemployed individuals for employment, helping them secure a job and providing support during their first year of employment and providing budget counseling to help them become financially self-sufficient. Additionally, services include helping employed individuals advance in the workplace through job training, education opportunities and expansion of skills. Road to Success also connects active program participants to needed support services until they can support their families independently. 590129 0 0 9364422 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X X Jeanmarie Hegarty United Way of the Capital Region 7177320700 2235 Millennium Way Enola PA 17025 Timothy Fatzinger President & CEO 40 0 X X 162500 16563 0 Jeanmarie Hegarty Vice President of Finance & Support Services 40 0 X 97308 14859 0 Laura Quick Board Member 1 0 X 0 0 0 Cate Barron Board Member 1 0 X 0 0 0 John Campbell Chair Elect 1 0 X X 0 0 0 Dolly Lalvani Board Member 1 0 X 0 0 0 Timothy Constantine Board Member 1 0 X 0 0 0 Christopher Davis Vice Chair Resource Development 1 0 X X 0 0 0 David Del Grosso Board Member 1 0 X 0 0 0 Karla Hodge Board Member 1 0 X 0 0 0 Dr Bolanle Limann Board Member 1 0 X 0 0 0 Jack Jaroh Board Member 1 0 X 0 0 0 Kathleen McKenzie Board Member 1 0 X 0 0 0 Greg Cavoli Board Member 1 0 X 0 0 0 Brian Jackson Board Member 1 0 X 0 0 0 Jennifer Esser Secretary/Treasurer 1 0 X X 0 0 0 Michael Hussey Board Member 1 0 X 0 0 0 Jodie Daubert Board Member 1 0 X 0 0 0 Stephen Massini Board Member 1 0 X 0 0 0 Dr John Mason Jr Vice Chair Governance 1 0 X X 0 0 0 Jeff Mattern Board Member 1 0 X 0 0 0 Cindy Mortzfeldt Board Member 1 0 X 0 0 0 William C Papa Board Member 1.00 0 X 0 0 0 Patty Kim Board Member 1 0 X 0 0 0 Mark Smith Vice Chair Labor Advisory 1 0 X X 0 0 0 Janice Snyder Chair 1 0 X X 0 0 0 Valerie Pritchett Board Member 1 0 X 0 0 0 Paul Navarro Board Member 1 0 X 0 0 0 Randie Yeager Vice Chair Community Impact 1 0 X X 0 0 0 Tamara Willis Board Member 1 0 X 0 0 0 Jeff Boland Board Member 1 0 X 0 0 0 Anthony Worral Board Member 1 0 X 0 0 0 Kyle Evans Board Member 1 0 X 0 0 0 259808 31422 0 1 0 1 0 0 0 0 0 321434 477555 9179493 0 9978482 0 937427 0 0 937427 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 233109 0 202036 0 31073 0 31073 0 0 31073 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10946982 0 0 968500 5755764 5755764 0 0 0 0 0 0 179063 64463 48347 66253 1357192 416961 280695 659536 0 0 0 0 88564 27681 22291 38592 258401 83528 68264 106609 128621 34914 34417 59290 0 0 0 0 0 0 0 0 34260 0 34260 0 0 0 0 0 0 0 0 0 0 0 80177 51304 18647 10226 159722 74886 211 84625 42368 9948 17585 14835 101343 15704 61781 23858 0 0 0 0 60505 15693 24616 20196 9238 2919 375 5944 0 0 0 0 11030 4289 6289 452 0 0 0 0 155432 40363 63020 52049 102210 36017 31150 35043 19166 4969 7808 6389 Postage 8124 1907 1489 4728 Awards, Raffle Prizes/ Miscellaneous 28866 195 871 27800 Program/Event Supplies 267818 199623 909 67286 Program Services 2523294 2523294 0 0 11371158 9364422 723025 1283711 5410006 2777010 5976065 8188818 3564913 3931519 140922 98422 0 0 0 0 0 0 0 0 68499 69994 2646278 1382841 1333725 1263437 13922516 12335504 30416646 28664704 670015 646060 2950867 3513416 3620882 4159476 X 7728765 3038619 19066999 21466609 26795764 24505228 30416646 28664704 -424176 -1866360 0 0 0 0 X 1 X 1 X 1 0 X 10095842 8654477 9324121 9763862 10784939 48623241 0 0 0 0 0 0 0 0 0 0 0 0 10095842 8654477 9324121 9763862 10784939 48623241 48623241 151361 170978 123754 84560 149629 680282 0 0 0 0 0 0 777041 731593 677745 793692 787799 3767870 53071393 0.91619 0.91705 X Schedule A, Part II, Line 10 Perpetual Trust Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13922516 0 -1587012 0 0 0 12335504 14458238 0 -535722 0 0 0 13922516 10864081 0 3594157 0 0 0 14458238 12441746 0 -1577665 0 0 0 10864081 12735834 0 -294088 0 0 0 12441746 0 1 0 1 0 134000 0 134000 1622589 0 851803 770786 323907 0 71752 252155 528614 0 448251 80363 37168 0 11035 26133 1263437 Beneficial Interest in Perpetual Trusts 12335504 12335504 9058621 -1888361 0 0 0 -1888361 10946982 0 0 0 10946982 11371158 0 0 0 0 0 11371158 0 0 0 11371158 Schedule D, Part V, Line 4 Support and supplement the United Way of the Capital Region's annual campaign and grant making process and administrative costs. 1 St Theresa of the Infant Jesus Parish 1300 Bridge Street New Cumberland PA 17070 231494791 202833 FMV/Cash Central Pennsylvania Food Bank 3908 Corey Road Harrisburg PA 17109 232202250 168247 FMV/Cash Trinity High School 3601 Simpson Ferry Road Camp Hill PA 17011 231494791 111855 FMV/Cash Nativity School of Harrisburg 2101 N 5th St Harrisburg PA 17110 251886666 79987 FMV/Cash The Foundation for Enhancing Communities 200 N Third St 8th Fl Harrisburg PA 17101 010564355 79226 FMV/Cash Penn State Milton S Hershey Medical 500 University Dr Hershey PA 17033 251854722 77485 FMV/Cash Merrill Area United Way PO Box 813 Merrill WI 54452 391686800 70588 FMV/Cash Bethesda Mission of Harrisburg 2101 N Front St Bldg 1 Ste 301 Harrisburg PA 17110 231389397 56714 FMV/Cash Humane Society of Harrisburg 7790 Grayson Rd Harrisburg PA 17111 231365361 54501 FMV/Cash Derry Presbyterian Church 248 East Derry Road Hershey PA 17033 231971692 48027 FMV/Cash Hospice of Central Pennsylvania 1320 Linglestown Rd Harrisburg PA 17110 232106895 46461 FMV/Cash New Hope Ministries Inc 5228 East Trindle Road Mechanicsburg PA 17050 232223120 44894 FMV/Cash Catholic Charities of the Diocese of 4800 Union Deposit Road Harrisburg PA 17111 231494791 44848 FMV/Cash Joshua Group 1442 Market Street Harrisburg PA 17103 311672530 43616 FMV/Cash Juniata College 1700 Moore Street Huntingdon PA 16652 231352652 42500 FMV/Cash YWCA of Greater Harrisburg 1101 Market St Harrisburg PA 17103 231370514 42430 FMV/Cash Harrisburg Symphony Association 800 Corporate Circle Suite 101 Harrisburg PA 17110 231355180 40651 FMV/Cash Harrisburg University of Science and 326 Market Street Harrisburg PA 17101 251900793 39998 FMV/Cash UPMC Pinnacle Foundation PO Box 8700 Harrisburg PA 17105 222691718 39935 FMV/Cash Harrisburg Area YMCA 805 N Front St Harrisburg PA 17102 231665437 36311 FMV/Cash National Civil War Museum One Lincoln Circle Harrisburg PA 17103 251855915 35104 FMV/Cash Messiah University One University Avenue Mechanicsburg PA 17055 231352661 33694 FMV/Cash United Way of Lebanon County PO Box 355 Annville PA 17003 231465632 32236 FMV/Cash Ronald McDonald House Charities of 745 West Governor Road Hershey PA 17033 232204761 30138 FMV/Cash Homeland Center 1901 North 5th Street Harrisburg PA 17102 231365148 28093 FMV/Cash Memorial Sloan-Kettering Cancer Center 633 Third Ave 4th Fl New York NY 10017 131924236 27033 FMV/Cash YWCA of Carlisle & Cumberland County 301 G Street Carlisle PA 17013 231429866 26382 FMV/Cash The Salvation Army Harrisburg Capital 506 S 29th St Harrisburg PA 17104 135562351 26375 FMV/Cash Whitaker Center for Science & the Arts 222 Market Street Harrisburg PA 17101 251724566 25745 FMV/Cash WITF Incorporated 4801 Lindle Rd Harrisburg PA 17111 231629016 25680 FMV/Cash Huntingdon Community Center 310 5th St Huntingdon PA 16652 231381026 25004 FMV/Cash Planned Parenthood Keystone 610 Louis Dr Suite 300 Warminster PA 18974 232450112 24813 FMV/Cash Central Pennsylvania Youth Ballet 5 North Orange Street Suite 3 Carlisle PA 17013 231971982 23838 FMV/Cash Jewish Federation of Greater Harrisburg 3301 North Front Street Harrisburg PA 17110 231352338 23024 FMV/Cash Community Check Up Center of South 38 C Hall Manor Harrisburg PA 17104 251724315 21995 FMV/Cash Boys & Girls Club of Harrisburg Inc 1227 Berryhill Street Harrisburg PA 17104 231352043 21980 FMV/Cash Camp Hill Presbyterian Church 101 North 23rd Street Camp Hill PA 17011 236393377 21925 FMV/Cash American Red Cross Central PA 1804 North Sixth Street Harrisburg PA 17102 530196605 20953 FMV/Cash United Way of Lancaster County 1910 Harrington DR STE A Lancaster PA 17601 231352093 20928 FMV/Cash St Stephens Episcopal Church of 221 North Front Street Harrisburg PA 17101 231381416 20475 FMV/Cash Friends of the West Shore Theatre Inc PO Box 643 New Cumberland PA 17070 825327951 19262 FMV/Cash Operation Medical 44 Hersha Drive Harrisburg PA 17102 463008899 19155 FMV/Cash Domestic Violence Services of Cumberland 602 N Hanover St Shippensburg PA 17257 251629910 17825 FMV/Cash United Way of Berks County 25 N 2nd St Reading PA 19601 231655375 17191 FMV/Cash Vision Resources of Central Pennsylvania 1130 S 19th St Harrisburg PA 17104 231352259 16903 FMV/Cash Boy Scouts of America New Birth of One Baden Powell Ln Mechanicsburg PA 17050 231365194 16560 FMV/Cash Eastminster Presbyterian Church 311 Haines Rd York PA 17402 236393377 15725 FMV/Cash Big Brothers Big Sisters of the Capital 1519 N 3rd St Harrisburg PA 17102 232260248 15685 FMV/Cash Christian Churches United of the 413 S 19th St Harrisburg PA 17104 232085603 15295 FMV/Cash United Way of Southwestern Pennsylvania 1250 Penn Avenue Pittsburgh PA 15230 251043578 15038 FMV/Cash VMI Foundation PO Box 932 Lexington VA 24450 540505966 15000 FMV/Cash Childrens Miracle Network Hershey 600 Centerview Dr Ste 1103 Hershey PA 17033 246000376 14181 FMV/Cash Veterans Outreach of Pennsylvania 6526 Plowman Ridge Harrisburg PA 17112 832701544 13115 FMV/Cash Leadership Harrisburg Area 3211 North Front Street Ste 105 Harrisburg PA 17110 251583596 13114 FMV/Cash Dauphin County Library System 101 Walnut Street Harrisburg PA 17101 231352317 13102 FMV/Cash Country Meadows CoWorker Foundation 830 Cherry Drive Hershey PA 17033 800635892 12915 FMV/Cash Pennsylvania Wounded Warriors Inc 1117 Country Club Road Camp Hill PA 17011 743225326 12663 FMV/Cash United Way of Central Maryland 1800 Washington Blvd Ste 340 Baltimore MD 21230 520591543 12203 FMV/Cash Market Square Concerts PO Box 1292 Harrisburg PA 17108 222570747 12135 FMV/Cash Doctors Without Borders USA 333 7th Avenue 2nd Floor New York NY 10001 133433452 12008 FMV/Cash Winterstown United Methodist Church 12184 Winterstown Rd Felton PA 17322 232049298 12000 FMV/Cash Bishop McDevitt High School One Crusader Way Harrisburg PA 17111 231424025 11968 FMV/Cash United Way of York County PA 140 E Market St York PA 17401 231352588 11944 FMV/Cash Penn State Harrisburg 777 W Harrisburg Pike Middletown PA 17057 246000376 11486 FMV/Cash United Way of Greater Philadelphia and 1650 Arch St Philadelphia PA 19103 231556045 11379 FMV/Cash Keystone Human Services 124 Pine Street Harrisburg PA 17101 251847902 11275 FMV/Cash Girl Scouts in the Heart of Pennsylvania 350 Hale Avenue Harrisburg PA 17104 240795960 11060 FMV/Cash Four Diamonds at Penn State Childrens 1249 Cocoa Ave Ste 115 Hershey PA 17033 251854772 10921 FMV/Cash Bridge of Hope Harrisburg Area PO Box 15212 Harrisburg PA 17105 810555073 10590 FMV/Cash Christian Life Assembly of God 2645 Lisburn Road Camp Hill PA 17011 440577787 10534 FMV/Cash St Elizabeth Ann Seton Catholic Church 310 Hertzler Road Mechanicsburg PA 17055 231494791 10457 FMV/Cash American Cancer Society Northeast Region PO Box 862 Carnegie PA 15106 131788491 10000 FMV/Cash Lycoming College 700 College Place Williamsport PA 17701 240795965 10000 FMV/Cash The Waynesburg University 51 West College Street Waynesburg PA 15370 250965603 10000 FMV/Cash Pennsylvania State University 27 Old Main University Park PA 16802 246000376 9930 FMV/Cash Susquehanna Art Museum 1401 North Third Street Harrisburg PA 17102 251601081 9698 FMV/Cash Speranza Animal Rescue 1216 Brandt Road Mechanicsburg PA 17055 455131283 9691 FMV/Cash Keystone Human Services 4391 Sturbridge Dr Harrisburg PA 17110 231915567 9525 FMV/Cash Midwest Food Bank-Pennsylvania 2700 Commerce Drive Middletown PA 17057 412120170 9453 FMV/Cash Centre County United Way 2790 West College Avenue Suite 7 State College PA 16801 251215290 9413 FMV/Cash Brethren Housing Association 219 Hummel Street Harrisburg PA 17104 251636220 9390 FMV/Cash Downtown Daily Bread 234 South St Harrisburg PA 17101 231433867 9366 FMV/Cash United Way of the Greater Lehigh Valley 1110 American Parkway NE Ste F120 Allentown PA 18109 232657933 9303 FMV/Cash Jewish Community Foundation of Central 3211 North Front Street Harrisburg PA 17110 231352587 9200 FMV/Cash Valley of the Sun United Way 3200 E Camelback Rd Ste 375 Phoenix AZ 85018 860104419 9044 FMV/Cash The Leukemia & Lymphoma Society Central 101 Erford Rd Ste 201 Camp Hill PA 17011 237094067 8975 FMV/Cash LGBT Community Center Coalition of 1306 North Third Street Harrisburg PA 17102 251897350 8949 FMV/Cash The Caring Cupbard 131 N Railroad St Palmyra PA 17078 820730818 8693 FMV/Cash Capital Area School for the 150 Strawberry Square Harrisburg PA 17101 460965714 8640 FMV/Cash Mile High United Way Inc 711 Park Avenue Denver CO 80205 840404235 8593 FMV/Cash Hanna Education Foundation PO Box 60023 Harrisburg PA 17106 232884155 8555 FMV/Cash Caitlins Smiles 3303 N Sixth St Harrisburg PA 17110 562615399 8508 FMV/Cash Prince of Peace Catholic Parish 815 South Second Street Steelton PA 17113 231494791 8500 FMV/Cash Mechanicsburg Brethren in Christ Church 1050 South York Road Mechanicsburg PA 17055 232167339 8100 FMV/Cash MidPenn Legal Services Inc 213-A North Front Street Harrisburg PA 17101 237101191 7699 FMV/Cash Christian Leadership Development Africa 60 Oak Rd York Haven PA 17370 471128449 7500 FMV/Cash Ithaca College 953 Danby Rd Ithaca NY 14850 150532204 7500 FMV/Cash Messiah Lifeways 100 Mount Allen Drive Mechanicsburg PA 17055 352443724 7500 FMV/Cash Temple University - Of the Commonwealth 1601 N Broad Street Room 100 Philadelphia PA 19122 231365971 7500 FMV/Cash Trinity Evangelical Lutheran Church 2000 Chestnut Street Camp Hill PA 17011 231390629 7500 FMV/Cash Millersville University Foundation PO Box 1002 Millersville PA 17551 236435616 7275 FMV/Cash Wesley Union AME Zion Church 2219 N 5th St Harrisburg PA 17110 232934984 7200 FMV/Cash Carlisle Alliance Church & Missionary 237 East North Street Carlisle PA 17013 237179757 7183 FMV/Cash Cornerstone Community Ministries Inc 95 S Wilson Ave Elizabethtown PA 17022 251900867 7137 FMV/Cash Hindu American Religious Institute 301 Steigerwalt Hollow Road New Cumberland PA 17070 231966089 7100 FMV/Cash Rotary Club of Colonial Park Foundation 5901 Jonestown Road Harrisburg PA 17112 464239043 7000 FMV/Cash Camp Hill United Methodist Church 417 South 22nd Street Camp Hill PA 17011 231619527 6900 FMV/Cash Holy Name of Jesus Roman Catholic Church 6150 Allentown Boulevard Harrisburg PA 17112 231494791 6807 FMV/Cash UCP Central PA 55 Utley Dr Camp Hill PA 17011 231433882 6758 FMV/Cash Lancaster Mennonite School 2176 Lincoln Highway East Lancaster PA 17602 236396950 6746 FMV/Cash God Luv Ya Foundation PO Box 663 Mechanicsburg PA 17055 264690692 6585 FMV/Cash American Cancer Society-Hershey Route 422 Sipe Avenue Hershey PA 17033 131788491 6567 FMV/Cash Silence Of Mary Home 850 State Street 2nd Floor Lemoyne PA 17043 251867023 6489 FMV/Cash Theatre Harrisburg 513 Hurlock Street Harrisburg PA 17110 231465635 6454 FMV/Cash Country and Town Baptist Church 220 Gettysburg Pike Mechanicsburg PA 17055 231664818 6300 FMV/Cash Lion Foundation 340 N 21st St Camp Hill PA 17011 200081148 6174 FMV/Cash The Vista School 1021 Springboard Drive Hershey PA 17033 251865368 6115 FMV/Cash American Heart Association-National 7272 Greenville Avenue Dallas TX 75231 135613797 6111 FMV/Cash Mission of Mercy Inc 124 South 13th Street Harrisburg PA 17104 860704883 6078 FMV/Cash Harrisburg Sai Seva Samithi 599 Range End Rd Dillsburg PA 17019 472266572 6001 FMV/Cash River Church of Juniata County 105 CJEMS Lane Mifflintown PA 17059 383791555 6000 FMV/Cash St Gregory Roman Catholic Church 2 West Beaver St Zelienople PA 16063 060756827 6000 FMV/Cash St Lukes Episcopal Church 8 East Keller Street Mechanicsburg PA 17055 231726704 6000 FMV/Cash American Red Cross-National HQ PO Box 73857 Chicago IL 60673 530196605 5953 FMV/Cash Jewish Family Service of Greater 3333 N Front St Harrisburg PA 17110 232894802 5935 FMV/Cash Bloomsburg University Foundation 50 East Main Street Bloomsburg PA 17815 237088491 5869 FMV/Cash Habitat For Humanity of the Greater 4109 Derry St 1st Fl Harrisburg PA 17111 581735541 5713 FMV/Cash Bucknell University One Dent Drive Lewisburg PA 17837 240772407 5713 FMV/Cash Christian School Association of Greater 2000 Blue Mountain Parkway Harrisburg PA 17112 231494759 5684 FMV/Cash Project ALS 801 Riverside Drive Suite G New York NY 10032 134019464 5625 FMV/Cash Ned Smith Center for Nature & Art 176 Water Company Road Millersburg PA 17061 251735097 5580 FMV/Cash Market Square Presbyterian Church 20 South Second Street Harrisburg PA 17101 231352408 5500 FMV/Cash United Way of Central Jersey 32 Ford Avenue Milltown NJ 08850 221520408 5428 FMV/Cash United Way of the Greater Triangle Inc 800 Park Offices Dr Research Triangle Park NC 27709 561949103 5399 FMV/Cash Salvation Army Harrisburg Service 1122 Green Street Harrisburg PA 17102 135562351 5298 FMV/Cash Experimental Aircraft Association Inc 3000 Poberezny Rd Oshkosh WI 54902 390917537 5100 FMV/Cash Red Land Senior Center Inc 736 Wyndamere Road Lewisberry PA 17339 232210399 5023 FMV/Cash 137 0 Schedule I, Part I, Line 2 United Way of the Capital Region requires all agencies receiving grants directly from us to report on a monthly basis, services provided, outcomes achieved, individuals assisted and other data to ensure grant funds are properly used. 0 0 0 0 0 0 0 0 0 Timothy Fatzinger President & CEO 162500 0 0 0 2350 0 13000 0 1213 0 179063 0 0 0 X 18302 FMV X 1 21453 FMV 0 0 1 0 Form 990, Part III, Line 1 United Way of the Capital Region focuses on health, education, income and basic needs and helps supoorts more than 70 programs and services to create solutions for the needs in our community. Form 990, Part III, Line 2 United Way of the Capital Region's pilot projects are making measurable impact on the lives of local individuals and families. United Way has identified the most pressing needs and has adopted a collective impact approach to solving problems with new and different partnerships. While all pilot programs are limited in scope, we continue to enhance and expand the projects in the past year to serve more people in rural, suburban and urban areas. United Way serves as the backbone for these pilot programs and convenes core solution partners to wrap-around services and develops goals and methods to measure and report progress, At the same time United Way continues to support the great work of our program partners. We also remain a community fundraiser and a place where volunteers can connect with local opportunities. Form 990, Part III, Line 4d The Road to Success program employs case managers to assist the un- and under- employed obtain and keep jobs where they can advance to earning a living wage. Program services include preparing the unemployed individuals for employment, helping them secure a job and provide support during the first year of employment and providing budget counseling to help them become financially self-sufficient. Additionally, services include helping employed individuals advance in the workplace through job training, education opportunities and expansion skills. Road to Success also connects sctive program participants to needed support services until they can support their families independently. Form 990, Part VI, Section B, Line 11b 990 and other audited financial statements are made available to committee members prior to the September 2023 Finance & Audit and Board meetings. This review happened 6 months after March 31, 2023 because United Way transitioned to a July-June fiscal year. Therefore, United Way had a 15-month fiscal year beginning April 1, 2022 through June 30, 2023. The audited financial statements reflect 15 months of activity and were reviewed along with the main scheduled of the April 1, 2022-March 31, 2023 990. A short-period 990 representing April 1, 2023 through June 30, 2023 will be reviewed by both committees after the 12-month 990 is files. Also the calculation for the organization's overhead rateis also discussed and reviewed as well as the United Way Worldwide membership standards. A complete copy of the Form 990 is made available to all Finance & Audit Committee and Board members. Form 990, Part VI, Section B, Line 12c To ensure the organization operates in a manner consistent with its status as an organization exempt from federal income tax, the Board of Directors authorizes and oversees an annual review of the administration of its conflict of interest policy. All Board members, Officers and employees are required to submit a signed form disclosing any conflicts of interest. The review shall consider the level of compliance with the policy, the continuing suitability of the policy and the need for any modifications to the policy. Form 990, Part VI, Section B, Line 15 Annually, the Human Resources Committee reviews all staff compensation levels, which are contrasted and compared for reasonableness to salary levels at other United Ways and non-profits of similar size within similar geographic regions. The Executive Committee also annually reviews and approves the compensation level of the CEO in comparison to other United Ways and non-profits of similar size using surveys and Form 990 information. Form 990, Part VI, Section C, Line 19 Governing documents and conflicts of interest policies are periodically reviewed with the Board of Directors, are available to staff and can be made available to others upon request, The financial statements, which are reviewed by the Finance & Audit Committee and Board of Directors, are posted on our website along with the annual report and can be provided upon request. United Way Foundation of the Capital Region 2235 Millennium Way Enola PA 17025 251733405 Support United Way of the Capital Region PA 501c3 12a Type 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 United Way of the Capital Region changed its fiscal year from April to March to July to June. Therefore, the current fiscal year under audit starting April 1, 2022 and ending June 30, 2023 was 15 months. The audit report was not completed until September 5, 2023, which was past the August 15th deadline for filing the 990. United Way of the Capital requested and received from the IRS an extension to file the 4.1.22 thru 3.31.23.